Corporate RM Tablet Application

This solution is designed to provide full client visibility when an employee is visiting a corporate client. This tablet app connects to Dynamics CRM and provides online or offline visibility to the client data in CRM. The tablet app provides the following functionality:

• Client 360 with limits and utilizations
• All pending issues
• Deferrals and days passed dues
• Existing and past opportunities of this client
• Call report capture with follow up tasks and referrals
• Alerts and notifications for this client